Gradient Capital Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Gradient Capital Advisors’s Portfolio BMY Stock Details BMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,609	Closed	-$220K	–	163
2025 Q1	$220K	Buy	3,609 +60	+2%	+$3.5K	0.07%	153
2024 Q4	$201K	Buy	+3,549	New	+$198K	0.06%	151
2024 Q1	–	Sell	-4,534	Closed	-$233K	–	140
2023 Q4	$233K	Buy	4,534 +189	+4%	+$9.92K	0.09%	133
2023 Q3	$252K	Sell	4,345 -488	-10%	-$29.9K	0.11%	126
2023 Q2	$309K	Buy	4,833 +46	+1%	+$3.08K	0.12%	111
2023 Q1	$332K	Sell	4,787 -22	-0.5%	-$1.55K	0.14%	102
2022 Q4	$346K	Sell	4,809 -24	-0.5%	-$1.81K	0.16%	94
2022 Q3	$344K	Buy	+4,833	New	+$351K	0.16%	94

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gradient Capital Advisors's BMY Position: Q2 2025 in Review

Gradient Capital Advisors sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 3,609 shares — an estimated $220K sold.

Gradient Capital Advisors first reported a position in BMY in Q3 2022 and held it in 8 quarters. The position peaked at $346K in Q4 2022. 2,299 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

Gradient Capital Advisors reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
Gradient Capital Advisors sold 3,609 Bristol-Myers Squibb shares in Q2 2025, an estimated $220K.
Gradient Capital Advisors first reported a position in Bristol-Myers Squibb in Q3 2022 and held it in 8 quarters.
Gradient Capital Advisors's Bristol-Myers Squibb position peaked at $346K in Q4 2022.
2,299 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Gradient Capital Advisors's 13F filing for Q2 2025, filed 16 Jul 2025.